ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $95 | +9.2% | 1,029 | 0.0% | 0.09% | +8.3% |
Q1 2024 | $87 | +13.0% | 1,029 | 0.0% | 0.08% | +7.7% |
Q4 2023 | $77 | +8.5% | 1,029 | 0.0% | 0.08% | -2.5% |
Q3 2023 | $71 | -9.0% | 1,029 | -6.5% | 0.08% | -7.0% |
Q2 2023 | $78 | -2.5% | 1,100 | -12.0% | 0.09% | -13.1% |
Q1 2023 | $80 | -21.6% | 1,250 | -28.6% | 0.10% | -21.4% |
Q4 2022 | $102 | -99.9% | 1,750 | 0.0% | 0.13% | -0.8% |
Q3 2022 | $101,000 | -4.7% | 1,750 | 0.0% | 0.13% | -2.3% |
Q2 2022 | $106,000 | -24.3% | 1,750 | -4.4% | 0.13% | -13.3% |
Q1 2022 | $140,000 | -10.3% | 1,830 | -1.6% | 0.15% | -5.1% |
Q4 2021 | $156,000 | +13.9% | 1,860 | 0.0% | 0.16% | +4.6% |
Q3 2021 | $137,000 | +1.5% | 1,860 | 0.0% | 0.15% | +10.2% |
Q2 2021 | $135,000 | +11.6% | 1,860 | 0.0% | 0.14% | +33.0% |
Q1 2021 | $121,000 | +1.7% | 1,860 | 0.0% | 0.10% | +5.1% |
Q4 2020 | $119,000 | +11.2% | 1,860 | +300.0% | 0.10% | -4.9% |
Q3 2020 | $107,000 | +11.5% | 465 | 0.0% | 0.10% | +15.7% |
Q2 2020 | $96,000 | +24.7% | 465 | 0.0% | 0.09% | +9.9% |
Q1 2020 | $77,000 | -14.4% | 465 | 0.0% | 0.08% | +12.5% |
Q4 2019 | $90,000 | -4.3% | 465 | -10.6% | 0.07% | -6.5% |
Q3 2019 | $94,000 | +1.1% | 520 | 0.0% | 0.08% | +6.9% |
Q2 2019 | $93,000 | +3.3% | 520 | 0.0% | 0.07% | 0.0% |
Q1 2019 | $90,000 | +4.7% | 520 | -8.8% | 0.07% | -5.3% |
Q4 2018 | $86,000 | -14.9% | 570 | 0.0% | 0.08% | 0.0% |
Q3 2018 | $101,000 | +8.6% | 570 | 0.0% | 0.08% | +11.8% |
Q2 2018 | $93,000 | +5.7% | 570 | 0.0% | 0.07% | -4.2% |
Q1 2018 | $88,000 | -13.7% | 570 | -14.9% | 0.07% | -9.0% |
Q4 2017 | $102,000 | – | 670 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |